Company Description

Our Client is an investment management firm that uses a fundamentals-driven approach to manage a concentrated portfolio of publicly traded companies. The Firm has a successful long-term track record with a stable capital base and is growing quickly.

Role Description

This is a full-time, on-site Chief Operating Officer (COO) role based in Miami, FL. We are seeking a well-rounded financial services professional with hands-on experience developing and maintaining an institutional quality back office and interfacing with sophisticated investors. The ideal candidate is detail oriented, self-starting team player who thrives in an entrepreneurial culture, and who has a proven track record of building systems and leading organizational growth in a finance or investment management environment.

Key Resposibilities

Monitor trade processes, implement control mechanisms, and establish internal operations procedures
Examine & reconcile post-trade processes such as clearing of trades
Develop and implement risk management policies, systems and procedures
Collaborate with the Firm’s compliance consultant to build and enforce compliance best practices and manage SEC reporting.
Oversee processing of fund administrator’s monthly net asset value and investor subscriptions and redemptions.
Assist with annual fund financial statement audit process and related tax statement preparation.
Assist in preparing marketing materials, including letters, presentation materials and DDQs

Qualifications

8-12 years in a role in finance or investment management, including hands-on experience working in an institutional-quality back office and interfacing with investors
An undergraduate degree (or higher) with a strong academic record
Passion for building organizations, investing and alternative investment strategies

Dovetail Talent

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